Job Title

3 days ago Be among the first 25 applicantsJob SummaryFinancial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a clientfacing advisor role or is exploring the various career paths of a financial planner.The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other inhouse specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and processoriented, analytical, and have a high degree of followthrough and strong communication skills.Essential Job Functions for the Financial Planner IIPrepare financial plans for prospective and existing clients. This includes spending plans, investment analysis, retirement projections, Social Security analysis, educationfunding analysis, stock options analysis, estateplanning analysis, tax planning, asset protection, and risk management needs analysis.Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis.Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting).Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client''s future.Use exceptional analytical and relationship management skills to uncover clients'' needs and position the appropriate solution to meet those needs.Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.Copresent financial planning concepts and analysis with advisors.Assist with creating and implementing procedures to improve efficiency and enhance client experiences.Required Knowledge, Skills and AbilitiesBachelor''s degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related)Must have a Certified Financial Planner (CFP) designation or must have a S65 and completed CFP coursework3 years clientfacing financial planning experience.Excellent verbal, written, analytical and organizational skills.Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis).Ability to work independently managing and prioritizing deliverables.Must be highly flexible and confidential with all matters.Ability to travel up to 20% required.Work ScheduleThis professional role requires availability during standard business hours of Monday through Friday from 8 AM to 5 PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.Working ConditionsThis position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether the position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routine sitting and standing for periods of time. Travel assumed up to 20% of the time.BenefitsCompany Paid Basic Life & AD&D InsuranceCompany Paid ShortTerm and LongTerm Disability InsuranceSupplemental Life & AD&D; ShortTerm Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree medical plans offerings including two High Deductible Health Plans and a Traditional CoPay medical plan.Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent Care Savings Account for child and dependent care.14 Company Paid Holidays with a full week off at Thanksgiving.Generous paid time off program for vacation and sick daysEmployee Assistance PlanFamily Medical LeavePaid Parental Leave (6 weeks)Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.Adoption Assistance Reimbursement ProgramCompany Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life''s challenges and more.401(k) Retirement Plan with both Traditional and Roth plans with per pay period matchPet InsuranceWe are not accepting unsolicited resumes from agencies and/or search firms for this job posting.Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.If you need an accommodation seeking employment with Mercer Advisors, please email [email protected]. Accommodations are made on a casebycase basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address.Applicants Have Rights Under Federal Employment Laws:Family and Medical Leave Act (FMLA)Employee Polygraph Protection Act (EPPA)Equal Employment Opportunity (EEO)U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.E-VerifyRight to WorkIf you are a resident of California, learn more about Mercer''s California Consumer Privacy Policy here.CCPA Notice at CollectionSeniority levelMidSenior levelEmployment typeFulltimeJob functionFinance and SalesReferrals increase your chances of interviewing at Mercer Advisors by 2xSign in to set job alerts for "Financial Planner" roles.We''re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr